AUMdb

The Bosworth Company Employees Thrift Plan

Sponsored by The Bosworth Company · EIN 751012121 · Plan #002 · Midland, TX

Total assets
$21.3M
Net assets
$21.3M
Active participants
256
With balances
301

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group Llc Investment management $77,350
Raymond James & Associates Investment advisory (plan) $60,609
Empower Annuity Ins Co Of Am Recordkeeping fees $17,241
Pentec Pension Mgmt Contract administrator $12,604